#72: Radio Show: Investor Sentiment - What is it Telling Us About this Bull's Length?

50 minutes

Episode 72 is a radio show format before we start back with guests this fall. Some of the questions and topics you’ll hear:

  • You've said that bonds can face significant drawdowns. But because of the way bonds work, is it the case that bond ETFs guarantee a positive return over time (assuming held to maturity and no default)? 
  • I have heard that equal weight beats market cap because it sells the expensive stocks and buys the cheaper ones. I also have heard that most of the stock market gains over time are due to a small percentage of companies. So why does selling the winners down to equal weight and buying the lower performing stocks beat just letting winners run?
  • Are markets, in fact, growing more correlated?
  • Last week’s episode about a dividend strategy without the dividend… Why are so many investors against the idea of creating their own synthetic dividend despite its various advantages?
  • Robert Shiller’s new piece in The New York Times about current investor sentiment and its potential implications for this bull market
  • What are best practices for trading low volume ETFs?

As usual with the radio show formats, there are plenty of additional rabbit holes including the potential direction of the U.S. dollar, the velocity of money, and the tug of war between inflation and deflation.

What is Meb’s take on all this? Find out in Episode 72.

More episodes from The Meb Faber Show

#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History

Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion. 

In today’s …

#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO

Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.

In today’s episode, …

#411 – Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3

Today’s guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56